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        When managing your Taxes and setting your financial goals, it is important that you trust your financial services professional.
Listed below is our team of qualified professionals.

Our Staff

Fredd E. MontoyaFredd E. Montoya
Chairman & C.E.O.
Master Tax Advisor
Notary Public
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Denise C. MontoyaDenise C. Monotya
Executive Director
Licensed Mortgage Broker
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Felix P. Montoya

Chairman & C.E.O.
Accountant & Tax Advisor
Notary Public
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Stephanie RuizStephanie Ruiz
2008 Intership Programm